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Bank of Montreal

Runs Canadian and US banks for people and firms

Director – Not for Profit and Government Banking

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-time$120k - $250kIn-person

About the Job

Requirements

  • 10+ years of relevant experience in Relationship Management, Account Management, or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
  • A bachelor's degree is required; Business Administration, Finance, and Accounting are preferred. Another related discipline or commensurate work experience is also considered.
  • For a credit-qualifiable role, credit qualifications and associated credit knowledge and skills must meet the credit portfolio requirements and qualification standards.
  • A seasoned professional with a combination of education, experience, and industry knowledge is required.
  • Advanced proficiency in project management and change management is required.
  • Expert proficiency in product knowledge, regulatory compliance, deal structuring, portfolio management, credit risk assessment, customer service, stakeholder management, negotiation, and customer relationship building is required.

Responsibilities

  • Facilitate bank growth through business development and management of key client relationships, maintaining a continuous record of significant revenue generation from sales and syndications.
  • Act as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintain strong client relationships.
  • Lead the structuring of high-value, complex deals and credit approvals, ensuring alignment with client needs.
  • Oversee credit approvals and drive pricing coordination, acting as the primary client advocate to align client needs with bank objectives.
  • Drive negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
  • Manage high-value client portfolios, driving cross-selling, retention, and profitability.
  • Implement cross-selling initiatives, driving client engagement and converting opportunities into revenue-generating sales.
  • Lead market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
  • Represent the bank at industry forums and conferences, using insights on trends, competition, and emerging products to inform strategic decisions.
  • Engage with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
  • Report to bank leadership on team performance, client satisfaction, market trends, and strategic initiatives, providing insights that inform corporate strategy.
  • Provide strategic advice on loan products, options, rates, terms, and collateral requirements, tailoring solutions to client needs and business objectives.
  • Build and maintain long-term relationships with high-value and strategic bank clients, advising them on financial solutions and providing service and partnership.
  • Structure deals, secure credit approvals, negotiate high-value transactions, and identify cross-selling opportunities.
  • Analyze market trends, client industry developments, and competitive positioning to inform client solution strategies and improve client satisfaction.
  • Work with internal teams and stakeholders to define products, solutions, and strategies that fit clients' needs.
  • Identify share-of-wallet opportunities.
  • Use analysis tools to grow a portfolio that exceeds return-on-equity thresholds and proactively evaluate client returns.
  • Ensure adherence to regulatory requirements, internal controls, and compliance policies in relationship management, mitigating risk and maintaining service standards.
  • Operate at a group- or enterprise-wide level and serve as a specialist resource to senior leaders and stakeholders.
  • Use expertise and creative problem-solving to address unique or ambiguous situations and complex, non-routine problems.
  • Implement changes in response to shifting trends.
  • Take measured risks while protecting the bank, applying the Risk Management Framework and Risk Culture within the approved Risk Appetite; make risk-informed decisions aligned with business strategy, asset protection, policies, laws, and regulations.
  • Perform broader work or accountabilities as assigned.

About the Company

Bank of Montreal

Runs Canadian and US banks for people and firms

Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1817

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